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How to Request E-signatures From Clients in Bulk


You can now bulk request e-signatures from various clients and check on the status of consent forms!


1) Navigate to your Dashboard, then under Quick Access click on "Consents":


2) Select the appropriate filters for the types of clients you are looking for

  • Select the Status of your consent forms
    • "Not Requested" means an e-signature request has not been sent to the client 
    • "Requested" means an e-signature request was sent to the client, but they have not yet signed the authorization 
    • "Completed" means the e-signature request was sent to the client and they have completed the e-signature 
  • Then the Form Type (ie. English consent, French consent, etc). Note: multiple forms can be selected at the same time
  • Lastly, click "Search"

This will populate the table below to display all clients under the chosen filters. 


3) You can then bulk select clients you wish to re-send the e-signature link to, by using the checkbox column and clicking on "Request e-signature".




4) You will receive a notice that confirms that it might take up to 24h for all clients selected to receive the email. To continue, click on "Send e-signature requests".




5) Once requested, a green notification banner will appear. Once the client(s) have signed the consent forms, you will receive an email notification. 



That's it! You now know how to request e-signatures from various clients, in bulk. 


If you have any questions or concerns regarding this, please reach out to our Customer Support Team via Live Chat or email - [email protected]

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